See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,988 | $63,346+16.8% | $92,233-19.8% | $70,131+5.5% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 14.97% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,528 | $2,471-38.1% | $3,679-58.5% | $2,342-34.7% |
| Participant deferral / active EE | $2,959 | $2,854+3.7% | $3,897-24.1% | $3,332-11.2% |
| Admin fee / account holder | $1,681 | $3,840-56.2% | $5,194-67.6% | $4,645-63.8% |